 Jane61
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| Joined: 10 Jan 2006 |
| Total Posts: 10 |
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Labels
Posted: 09 Mar 2006 03:06 PM |
| I need help running labels from our donor database. Thanks! Jane |
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Re: Labels
Posted: 09 Mar 2006 04:12 PM |
Hi Jane,
Are you wanting to run labels for every person that is in your donor database, or just a certain group of people (for example, just donors that have made a donation in the last year, etc)?
Once I know this, I can help you figure out which report will be best to run.
Thanks!
Sarah Miller |
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Jane61
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| Joined: 10 Jan 2006 |
| Total Posts: 10 |
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Re: Labels
Posted: 09 Mar 2006 05:03 PM |
Hi Sarah, Yes to both:) We want the whole data base. Also would be good to know how to do just a partial.
We want to send out a newsletter. All active donors would be included.
Thanks Jane |
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Re: Labels
Posted: 10 Mar 2006 10:12 AM |
Jane,
To run labels for everyone in your donor database you will want to run the "Donor Files" report. You can find this in donor management, then click on reports, and the very first report listed is the "Donor Files" report. When you click on this report it will take you to a set-up page, and you will want to leave all filters set at "All." When you click "Run Report" this will bring up a list of all the donor files in your database.
To create labels you will need to use Mail Merge found in Microsoft Word.
1.) The first thing that you will need to do is export the "donor files" report to Word. You will see an "Export To" menu found at the top of the donor files report, and you will select MS Word, and then hit "Go."
2.) You will then be asked whether you want to "save" or "open" the file. You should hit "save" but be sure to save this report in a place that you will remember how to access it later.
3.) Once this report is saved as a Word document, you can then minimize the CenterPiece window, and open up Word on your computer.
4.) To access Mail Merge in Word, look up at the top of your screen to see the "Tools" menu. In this menu select "Letters & Mailing" and then you will be able to select "Mail Merge."
**If you have never used Mail Merge before, please let me know and I will get you instructions on how to do this. If this is the case, please let me know what version of Word that you are using, since each version works a bit differently. You can find this out by going to the "Help" menu in Word, and then selecting "About Microsoft Office Word." The very first line in the window that comes up should tell you what year's version of Word that you have. One example is: Microsoft Word 2003. I'll need to know what year's version you are using.
Hopefully this will get you started. Let me know if you need further assistance, and I'll be happy to help!
Sarah
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